We specialize in accounting and financial services for dental, medical, and veterinarian practices, as well as small businesses. See why over 100 small businesses have chosen Trinity Members.
Keeping your books organized is a must for any business.
Paying your employees correctly and on time builds trust and will help your business thrive.
Enjoy cloud storage for all of your financial data through our secure portals.
We tailor strategies specific to your business, to ensure your bottomline is as robust as possbile.
We ensure your tax returns are accurate and turned in on time so you never have to worry.
Let us handle your personal returns to ensure accuracy and IRS compliance.
Our expertise includes complicated franchise returns.
Never forget to file your 941 Form again, as we ensure you are in good standing.
We will give you a clear picture of what you owe each quarter.
By meetinng once a quarter, we can stay on the same page.
Through years of work, we’ve come up with an easy to use process. From onboarding to execution, we have a seamless process that minimizes your workload and gives you peace of mind. Once you are onboarded, your involvement in the day-to-day and longterm accounting will be reduced significantly so you can focus on what matters most.
While onboarding, we will work with you to gain access to your financial records so our team can begin creating a comprehensive strategy for you with minimal disruption.
During onboarding, we collect necessary data through multiple channels
Our dedicated team reconciles and analyzes your available data
We deliver a post-analysis monthly financial statement with a 6-month outlook
Receive our work in whatever manner is best for you
We have a great track record of collaborating with small businesses, forming close relationships with your office and guiding you every step of the way.
Here is what our clients have to say about working with us.